Institutional Ownership Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,000
shares
|
$347,760
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,696
shares
|
$291,075
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,472
shares
|
$237,867
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
5,361
shares
|
$233,042
0.16% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,036
shares
|
$218,914
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
4,675
shares
|
$203,222
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,872
shares
|
$124,845
0.0% of portfolio
|
Q1 2025
Added 336.47%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$104,328
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,500
shares
|
$65,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,080
shares
|
$46,947
0.01% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,076
shares
|
$46,773
0.0% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
905
shares
|
$39,340
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
431
shares
|
$18,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$8,694
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
194
shares
|
$8,433
0.0% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
157
shares
|
$6,824
0.0% of portfolio
|
Q1 2025
Added 241.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
100
shares
|
$4,347
0.0% of portfolio
|
Q2 2024
Reduced 18.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|